Tortoise Investment Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Tortoise Investment Management, LLC

  • $901 Million
  • Q1 2025

A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 269,998 shares of DFAC stock, worth $9.36 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
269,998
Previous 219,055 23.26%
Holding current value
$9.36 Million
Previous $7.58 Million 17.52%
% of portfolio
0.99%
Previous 0.85%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$32.42 - $36.13 $1.65 Million - $1.84 Million
50,943 Added 23.26%
269,998 $8.91 Million
Q4 2024

Feb 07, 2025
SELL
$33.92 - $36.6 $49,828 - $53,765
-1,469 Reduced 0.67%
219,055 $7.58 Million
Q3 2024

Nov 13, 2024
SELL
$31.05 - $34.29 $46,575 - $51,435
-1,500 Reduced 0.68%
220,524 $7.56 Million
Q2 2024

Aug 01, 2024
BUY
$30.09 - $32.37 $528,530 - $568,579
17,565 Added 8.59%
222,024 $7.16 Million
Q1 2024

May 09, 2024
BUY
$28.62 - $31.95 $1.03 Million - $1.14 Million
35,820 Added 21.24%
204,459 $6.53 Million
Q4 2023

Feb 29, 2024
SELL
$24.91 - $29.38 $708,191 - $835,273
-28,430 Reduced 14.43%
168,639 $4.93 Million
Q4 2023

Feb 08, 2024
BUY
$24.91 - $29.38 $622,874 - $734,646
25,005 Added 14.53%
197,069 $5.76 Million
Q3 2023

Nov 09, 2023
BUY
$26.05 - $28.22 $94,040 - $101,874
3,610 Added 2.14%
172,064 $4.51 Million
Q2 2023

Aug 07, 2023
BUY
$24.86 - $27.15 $291,259 - $318,089
11,716 Added 7.47%
168,454 $4.57 Million
Q1 2023

May 09, 2023
BUY
$24.18 - $26.58 $515,034 - $566,154
21,300 Added 15.73%
156,738 $3.99 Million
Q4 2022

Feb 03, 2023
BUY
$22.49 - $25.81 $47,341 - $54,330
2,105 Added 1.58%
135,438 $3.29 Million
Q3 2022

Nov 04, 2022
BUY
$22.24 - $26.54 $1.24 Million - $1.48 Million
55,915 Added 72.22%
133,333 $2.97 Million
Q2 2022

Aug 03, 2022
BUY
$22.75 - $27.77 $596,982 - $728,712
26,241 Added 51.27%
77,418 $1.8 Million
Q1 2022

May 06, 2022
BUY
$25.76 - $29.21 $165,250 - $187,382
6,415 Added 14.33%
51,177 $1.41 Million
Q4 2021

Feb 10, 2022
BUY
$26.63 - $29.09 $14,247 - $15,563
535 Added 1.21%
44,762 $1.3 Million
Q2 2021

Jul 30, 2021
BUY
$25.92 - $26.98 $1.15 Million - $1.19 Million
44,227 New
44,227 $1.19 Million

Others Institutions Holding DFAC

# of Institutions
1,092
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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